Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$933B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,077
New
Increased
Reduced
Closed

Top Buys

1
+$1.67B
2
+$1.06B
3
+$919M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$835M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$724M

Top Sells

1
+$1.33B
2
+$740M
3
+$732M
4
TSLA icon
Tesla
TSLA
+$687M
5
BAX icon
Baxter International
BAX
+$673M

Sector Composition

1 Technology 19.28%
2 Healthcare 10.85%
3 Financials 9.94%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5001
$585K ﹤0.01%
50
5002
$582K ﹤0.01%
30,770
-1,961
5003
$581K ﹤0.01%
34,930
+5,003
5004
$581K ﹤0.01%
13,234
+100
5005
$580K ﹤0.01%
93,567
-207,999
5006
$580K ﹤0.01%
12,284
+1,340
5007
$579K ﹤0.01%
111,930
+21,451
5008
$579K ﹤0.01%
25,005
+3,750
5009
$578K ﹤0.01%
29,952
+9,229
5010
$578K ﹤0.01%
27,835
+16,464
5011
$576K ﹤0.01%
145,528
-3,425
5012
$575K ﹤0.01%
41,083
+12,962
5013
$574K ﹤0.01%
224,295
-319,295
5014
$573K ﹤0.01%
31,097
-36,762
5015
$572K ﹤0.01%
78,021
+52,808
5016
$571K ﹤0.01%
58,344
+49,252
5017
$569K ﹤0.01%
42,563
-48,141
5018
$569K ﹤0.01%
21,064
+11,982
5019
$569K ﹤0.01%
17,933
+4,299
5020
$569K ﹤0.01%
16,696
+8,321
5021
$567K ﹤0.01%
442,613
-35,543
5022
$566K ﹤0.01%
73,420
+6,079
5023
$562K ﹤0.01%
22,450
-300
5024
$562K ﹤0.01%
11,619
+2,148
5025
$561K ﹤0.01%
14,751
-4,964
199 200
201
202 203